What'S New
Version 3 — Automated Workflow Notifications
Notify User v3 integrates with the native Business Central Workflow Engine. Any workflow event can now trigger multi-channel notifications automatically.
Workflow-Driven Notifications
Notify User registers as a custom Workflow Response in the BC workflow engine. Set up a workflow event (sales order released, vendor record changed, approval completed) and have Notify User automatically create User Tasks, send emails, and post Teams channel messages.
No code required. Configure everything through the standard BC Workflows page or use pre-built templates.
[Screenshot: Workflows page showing a Notify User workflow with the "Create Notify User Notification" response]
| Before (v2) | Now (v3) |
|---|---|
| Manual only: user writes a note, picks recipients, sends | Manual + Automatic: same manual flow, plus automated triggers |
| Someone has to remember to notify | System notifies automatically when events occur |
| Limited to note-based triggers | Works with any BC workflow event |
Pre-Built Templates
Three ready-to-use templates ship with the extension. Enable a template, set the recipients, and you're done.
| Template | Event | Use Case |
|---|---|---|
| Sales Order Released | Sales document released (Document Type = Order) | Warehouse team picks new orders |
| Vendor Bank Changed | Vendor record changed (bank fields) | Fraud prevention — CFO/AP manager alerted |
| Large PO Released | Purchase document released (configurable amount) | Finance oversight for large purchases |
Response Options
Option | Description |
|---|---|
Recipient User | Individual user to notify |
User Task Group | Group to notify (supports claim workflow) |
Priority | Low, Normal, or High |
Due Date Formula | Calculated deadline (e.g., |
Task Description | Custom message (defaults to source record description) |
Send Email | Email notification (Plus subscription) |
Send to Teams Channel | Teams channel webhook (Plus subscription) |
Workflow-created tasks support all existing features: read receipts, claim workflow, Source Notes FactBox, Go To Source Record, and sent notifications tracking.
See the Automated Workflows section for setup instructions.
Version 2 — Team Collaboration
Notify User v2 added multi-recipient notifications, Microsoft Teams integration, read receipts, and a complete sent notifications dashboard.
Multi-Recipient Notifications
Send the same notification to multiple users at once. The notification dialog includes a Recipients list where you can add as many users as needed. Each recipient gets their own independent User Task.
You can also assign a User Task Group in addition to individual recipients.
[Screenshot: Notification dialog showing Recipients list with multiple users and a group]
@Mention Auto-Detection
Type @username in a note and Notify User automatically detects the mention and pre-fills the recipient list. Works with both exact User Names and partial Full Name matches.
Priority and Due Dates
Each notification can have a Priority (Low, Normal, High) and a Due Date. Priority defaults to Normal. Overdue tasks are highlighted in the task lists.
Microsoft Teams Integration
Notify via Microsoft Teams using two complementary methods. Available with the Plus subscription.
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Group channel webhooks - Configure a webhook URL on each User Task Group to post notifications to a specific Teams channel using Power Automate Workflows
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Individual DMs - Individual recipients receive a pre-filled Teams direct message that the sender reviews and sends. Multiple recipients are combined into a single group chat
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Combined delivery - When both a group and individual recipients are selected, the group gets a channel message and all individual recipients get a combined Teams chat
See the Teams Setup page in Getting Started for configuration instructions.
Read Receipts
When a recipient opens a task for the first time, a Viewed At timestamp is recorded automatically.
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The timestamp is set only once (first view)
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Only the assigned recipient triggers the read receipt
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The sender opening their own task does not trigger it
Sent Notifications Dashboard
A new My Sent Notifications list shows all open notifications you have created. Access it from the User Tasks Activities cue on your Role Center.
[Screenshot: My Sent Notifications list showing tasks with Viewed At column]
Claim Workflow
Group tasks can be claimed by individual members. The task is reassigned to the claiming user, the Original Group is preserved for reference, and the group assignment is cleared.
Source Notes FactBox
The User Task Card includes a Source Notes FactBox showing all notes attached to the original source record. View existing notes, read full text, and add new notes without leaving the task card.
[Screenshot: User Task Card with Source Notes FactBox showing notes list]
Feature Comparison
| Feature | v1 | v2 | v3 |
|---|---|---|---|
| Manual note-to-task | Yes | Yes | Yes |
| Multiple recipients | - | Yes | Yes |
| @mention detection | - | Yes | Yes |
| Priority and due dates | - | Yes | Yes |
| Email (Plus) | Yes | Yes | Yes |
| Teams (Plus) | - | Yes | Yes |
| Read receipts | - | Yes | Yes |
| Claim workflow | - | Yes | Yes |
| Source Notes FactBox | - | Yes | Yes |
| Automated workflow triggers | - | - | Yes |
| Pre-built workflow templates | - | - | Yes |
| Works with any BC workflow event | - | - | Yes |